Jiang He

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2025 → 06/2026
  Waaallet Llc
  Irvine, CA
• 11/2014 → 09/2024
  Citic Securities Company Limited
  Shenzhen
• 10/2024 → 03/2025
  Extended Travel
  Diamond Bar, CA
• 08/2025 → 10/2025
  Yola Transocean Inc.
  Chino Hills, CA
• 07/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-12